TopTenREVIEWS Gold Award winner Business Plan Pro is a business plan software application developed by PaloAlto Software Inc. There are two primary versions of this software, Standard and Premier. This review considers the Standard version, priced at just under $100.00.
The Standard edition of the software has many powerful features, including more than 500 sample business plans, industry profiles and planning e-books. The Premier edition has all these features plus the ability to import your data from QuickBooks or Excel, visual cash planning capability, valuation analysis tools and additional financial tools.
The Business Plan Pro software application provides powerful features and an interface that is simple enough even for the beginner. A start-up wizard helps users get going quickly; answer a few quick questions and many of the forms are already populated with information you need for key reports, charts and spreadsheets.
In addition to the software itself, Business Plan Pro comes packed with several useful additional tools including e-books, sample plans, industry profiles and free offers. Most significant of these is the 500+ sample business plans with several diverse business concepts covered.
Additionally useful are the more than 9,000 industry profiles. This database of information provides you with industry averages based on your North American Industry Classification System (NAICS code).
These resources will help you determine how best to forecast numbers for marketing, cost per unit, or other industry expenses that users new to business planning often have difficulty finding.
Business Plan Pro doesn’t skimp on functionality in the area of forecasting, likely the most significant element of a business plan. The “drag and drop” graphic forecaster allows you to quickly and easily create graphs and charts. The software website describes this functionality as the ability to “build forecasts using visual common sense” with simple functionality for changing your sales and expense estimates on the fly.
Automatic charts are also easy to create and design using your financial forecast data. Charts are completely customizable, allowing you to change colors, headings, convert to 2D or 3D and more.
For the Standard version of the Business Plan Pro software, import options are limited to QuickBooks. If you are willing to spend a little more for the Premier version, however, you’ll also be able to import data from Microsoft Excel spreadsheets.
Printing your business plan with this software couldn’t be easier. Topic areas can be organized and rearranged to your specifications by moving items from the outline view. Sections not needed can be easily deleted and the Premier version includes the ability to add financial spreadsheets to your plan.
Reports can be automatically printed or exported as needed, including business plan presentations, charts and appendices. Export options include Microsoft Office and Web-oriented formats.
With hundreds of sample plans, a wizard-driven start-up option and step-by-step guidance, Business Plan Pro provides beginners and professionals alike all the resources needed to create a complete, professional business plan. Informational videos are also useful in helping users develop strategy and build a successful business plan.
Business Plan Pro, created by PaloAlto Software, has everything the beginner needs to develop a professional business plan. Even more advanced users will find the added financial resources useful in developing business plans for a variety of business concepts.
This product offers the ability to print and publish professional-looking charts, graphs and reports.
There is no option to import from Microsoft Excel using Business Plan Pro.
The Business Plan Pro is ideal for beginners who aren't looking for advanced features.